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Surveillance: Bank Earnings with Leon

Bloomberg Surveillance

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The Second Leg of a Bull Market to a Fossil

I think conditions are starting to be in place for capital markets to really open up in the back half of the year. I'm a little bit more cautious going to 2024 because if we are at a point where the real rates do become restrictive, at some point we may actually have a downturn in the economy. It's been a great haul so far this year. Let's get concise. Do you see a second leg of a bull market to a fossil like me that's early 1976? What's an SPX call? Don't give me this 90-day garbage"

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